Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are typically paid quarterly and generally do not exceed 2% of assets under management. Financial planning fees are either hourly ($150-$350) or fixed ($650-$2,500), depending on the scope and complexity. These fees may be adjusted based on the client's situation. A minimum total investment amount of $250,000 is generally required, but a lesser amount will be considered.
Areas of Practice
Advisor Information
Office location
Wallingford, PA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Benjamin is a limited partner in JKJ M Equity Partners, LP, and a VP & Managing Director at JKJ Financial Services & JKJ Retirement Services, dedicating nearly full-time hours to client management and business production. He also works full-time as a Registered Representative with M Holdings Securities, Inc and as an Investment Advisory Representative with LRI Investments, LLC, and spends minimal time as a Member of JKJ LRII Equity Partners LLC.